Author Archives: Jillian Perkins

About Jillian Perkins

Director of Communications

The CARES Act: What do retirement plan sponsors need to know?

The new CARES Act (Coronavirus Aid, Relief, and Economic Security Act) stimulus package, designed to provide relief from the effects of the COVID-19 pandemic and quarantines, did not leave out retirement plans and retirement savers. The law includes several provisions that plan sponsors should be aware of, which are designed to help participants who may be struggling with additional financial burdens at this time. Below are some of the key provisions to be aware of: Read more »

Listen to the Podcast: Tectonic Shifts in the Investment Landscape: Investment Trends to Watch for in 2020

Join senior research analyst Arthur Coyne, CFA, and research analyst Melissa Liu as they talk about the coming cultural, economic, and political changes that may affect the investment landscape in 2020. Each year, we gather together our analytical team to talk about what we see as the major trends in culture, economics, and politics that could affect the investment landscape in the coming year. Out of that discussion, we compile our investment trends list; these are not intended to be investment recommendations, but are an interesting look into the potential future environment investors will face in the coming year. Read more »

Tectonic Shifts in the Investment Landscape: Investment Trends to Watch For in 2020

Last year, we saw the first trillion-dollar companies; this year, we saw the beginning of billion-dollar IPOs, better known as unicorns. Last year, we talked about robotics and machine learning; this year, we’ve jumped to 5G, the Internet of Things, and quantum computing. Global uncertainty remains elevated, with a continued trade war with China; massive protests across areas like Hong Kong, France, Chile, and Iraq; and a pivotal Presidential election coming up in the U.S. The landscape for investors has already changed over the last year; what can investors expect going into 2020? Read more »

Arnerich Massena Brings Impact Investing Experts to Portland for a Learn Share Connect Impact Investing Forum

Arnerich Massena gathered together three of our Approved Impact Investment Managers, along with a representative from the United Nations-supported Principles for Responsible Investment (PRI), to provide investors with context and information about the opportunities in impact investing. In hosting this exciting forum, we hoped to offer both a broad overview of impact investing, as well as dive into some of the specific opportunities our managers are finding in the impact and Environmental, Social, and Governance (ESG) universe. We assembled at Portland’s Multnomah Athletic Club on November 13 for lunch, discussion, and roundtables. The event was a tremendous success, offering attendees the opportunity not just to hear from our investment managers, but to sit down and ask them questions directly. Read more »

Sustainable Investing is Seeing Incredible Growth

2019 is on track to triple the previous annual record for inflows into sustainable and ESG mutual funds and ETFs. We’ll take a look at the rapidly growing popularity of impact investing and what it means for the investment landscape.

Morningstar reports that 2019 has seen record fund flows into sustainable and ESG investments. The calendar-year record to date was in 2018, with just over $5.5 billion in assets going into sustainable investments, and no quarter (before this year) had seen inflows greater than $2 billion. But in 2019, each of the first three quarters has been marked by more than $4 billion in funds headed into sustainable mutual funds and ETFs. This year as a whole is likely to triple the previous record. Read more »

Arnerich Massena Named One of The Oregonian’s Top Workplaces 2019!

“Arnerich Massena is a first-time winner in The Oregonian/OregonLive’s Top Workplaces competition, now in its eighth year of ranking employers in Oregon and Southwest Washington on issues relating to workplace culture,” writes reporter Diana Kruzman in her article, “For Arnerich Massena, impact is just as important as profit: Top Workplaces 2019.” As a first-time winner of the award, The Oregonian sent Kruzman out to discover just what it is that makes Arnerich Massena a special place to work. In her profile article featuring interviews with co-CEO and principal Bryan Shipley, CFA, CAIA; senior research analyst and principal Arthur Coyne, CFA; and director of human resources and principal Alicia Johnston; Kruzman discusses the firm’s impact investing work, award-winning community service programs, and familial culture. Read more »

Plan Sponsor Council of America Provides 401(k)/403(b) Campaign Materials

Getting participants engaged and educated is a critical part of sponsoring a retirement plan, and the Plan Sponsor Council of America is here to help. The organization has been providing campaign materials to members and non-members to help bring awareness to retirement savings and assist plan sponsors in educating their participants about financial wellness. This year’s campaign, The Retirement Game, brings an element of fun to retirement planning education, with football-themed materials. PSCA member Arnerich Massena assisted in the development of the campaign materials. Read more »

Arnerich Massena’s I AM Learning Partnership Girls’ Club members come back to work at summer school more than a decade later!

Kara Moten and Khadija Bruce are assistant coordinators for Arnerich Massena’s I AM Learning Partnership’s Summer School program this year, but they aren’t just any teachers. Both were part of the I AM Learning Partnership programs back in 2006! They’ve now become educators, and have returned to Irvington Elementary to work with Arnerich Massena community service coordinator Kate DeGraw in a place that they say feels like home. Read more »

Arnerich Massena’s White Paper Featured in Nonprofit Association of Oregon Newsletter: Investment Committees: More than the Sum of their Parts

The Nonprofit Association of Oregon recently featured Arnerich Massena’s white paper, Investment Committees: More than the sum of their parts in its May 2019 issue of Oregon’s Nonprofit Digest. We’re pleased to share this paper, which discusses how an investment committee’s ability to function as a team can impact the performance of their investment portfolios. Based on wide-ranging research and direct experience, we provide strategies for committees to strengthen their decision-making and group processes in order to ultimately improve outcomes. Read more »

Watch Arnerich Massena’s Impact Podcasts & Videos

Arnerich Massena experts bring impact investing to life in podcasts and videos. Learn about this remarkable opportunity set by hearing directly from the investment and research professionals who have been investigating impact investing for years. You’ll hear the passion and depth of knowledge firsthand, and gain a deeper understanding of the thoughtful approach and philosophy underlying Arnerich Massena’s impact investing portfolio. Click the links or access each of the videos below. Read more »